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Personal Finance
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New Study Reveals Deepening Financial Divide Between Americans With High and Low Credit Scores

SALT LAKE CITY--(BUSINESS WIRE)--A new national survey from Snap Finance®, a leading fintech platform that drives retailer growth by expanding consumer access to financing, today released findings showing a widening financial divide between Americans with lower credit scores and those with stronger credit profiles, highlighting differences in financial stability, savings, and debt management. The study, part of Snap Finance’s ongoing “Credit Gap” research series, surveyed 1,000 U.S. adults to b...
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SoFi Schedules Conference Call to Discuss Q1 2026 Results

SAN FRANCISCO--(BUSINESS WIRE)--SoFi Technologies, Inc. (NASDAQ: SOFI), the one-stop shop for digital financial services, today announced plans to host a conference call to discuss financial and operating results for the first quarter of 2026 on Wednesday, April 29, 2026, at 8 a.m. Eastern Time. SoFi also plans to release its first quarter 2026 results on the investor relations section of its website at https://investors.sofi.com at approximately 7 a.m. Eastern Time on Wednesday, April 29, 2026...
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First Command: Military Families Maintain Stronger Financial Confidence Than Civilians

FORT WORTH, Texas--(BUSINESS WIRE)--Military families continue to report stronger financial confidence than the general population, even as recent economic uncertainty has slightly softened financial attitudes, according to new research from First Command Financial Services’ Financial Behaviors Index®. Recent quarterly results show that active-duty military households in pay grades E-5 and above remain significantly more optimistic about their financial future and retirement readiness than civi...
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First Trust Advisors L.P. Announces Distributions for Exchange-Traded Funds

WHEATON, Ill.--(BUSINESS WIRE)--First Trust Advisors L.P. ("FTA") announces the declaration of the monthly distributions for certain exchange-traded funds advised by FTA. The following dates apply to today's distribution declarations: Expected Ex-Dividend Date:   April 1, 2026 Record Date:   April 1, 2026 Payable Date:   April 2, 2026 Ticker Exchange Fund Name Frequency Ordinary Income Per Share Amount   ACTIVELY MANAGED EXCHANGE-TRADED FUNDS   First Trust Exchange-Traded Fund DFII NYSE Arca FT...
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CFP Board Seeks Public Comment on Proposed Changes to Fitness Standards, Procedural Rules and Sanction Guidelines

WASHINGTON--(BUSINESS WIRE)--CFP Board is requesting public comment on proposed changes to its Fitness Standards, Procedural Rules and Sanction Guidelines....
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Self Financial Announces Executive Leadership Updates

AUSTIN, Texas--(BUSINESS WIRE)--Self Financial, a credit-building platform focused on expanding access to credit, announced updates to its executive leadership team, including the appointment of Brett Billick as Chief Operating Officer, the promotion of Karthic Hariharan to Chief Technology Officer, and the addition of Ryan McLennan as Chief Legal Officer. Billick, who previously served as Chief Marketing Officer, will now oversee operations, customer experience, marketing and analytics. Since...
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Blue Bell Private Wealth Management Welcomes Joshua Pearson, CFP®, as Investment Advisor Representative

BLUE BELL, Pa.--(BUSINESS WIRE)--Blue Bell Private Wealth Management, a fiduciary wealth management firm serving individuals and families across the greater Philadelphia region, is pleased to announce the addition of Joshua Pearson, CFP®, as an Investment Advisor Representative. In his new role, Mr. Pearson will serve as a Private Wealth Advisor, working closely with clients to develop personalized, goal-based financial plans that align with their long-term objectives. His practice centers on t...
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RFG Advisory Expands Capital Solutions with First Majority Acquisition of RVA Wealth Management

BIRMINGHAM, Ala.--(BUSINESS WIRE)--RFG Advisory (“RFG”), an innovator in the wealth management industry dedicated to helping independent financial Advisors build their business without compromise, today announced it has completed the majority acquisition of RVA Wealth Management (“RVA”), a Richmond, Virginia-based advisory firm managing more than $320 million in client assets. The transaction marks RFG’s first Advisor majority acquisition and represents a significant milestone in the firm’s lon...
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Mercer Advisors Expands New England Footprint With Charter Oak Capital Management

DENVER--(BUSINESS WIRE)--Mercer Global Advisors announced the acquisition of Charter Oak Capital Management, a Portsmouth, New Hampshire–based wealth management firm...
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Capitalize Announces New Rollover Platform to Help Advisors Capture $2.1 Trillion in Held-Away 401(k) Assets

NEW YORK--(BUSINESS WIRE)--Capitalize, the industry’s leading infrastructure for 401(k) rollovers, today announced the launch of Capitalize for Advisors, a new platform to help financial advisors and wealth management firms streamline rollovers and drive greater asset growth. The Capitalize for Advisors rollover solution is purpose-built for the needs of advisors and their clients. Using a simple, intuitive platform, advisors can surface held-away accounts and initiate rollovers on behalf of th...